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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Retail Call Centre - O...
Microsoft Dynamics AX (Archived)

Retail Call Centre - On account customer payment

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Posted on by P Jackson 1,614

Hi, I am aware that we can create a Retail Payment Method with the 'Default function' = Customer, which allows us to extend credit to a customer and collect payment later.

When placing an order via the Call Centre, do I still have to add this as a payment line to the order, or is there another way of configuring the Call Centre or Customer record to allow automatic on-account orders without the need to add the payment line to the order?

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  • Suggested answer
    P Jackson Profile Picture
    P Jackson 1,614 on at

    I think I have found the answer.  There is a setting in the Payments section of the Customer record 'Allow on account, payments.  Turning this on for the customer makes the 'Customer' Payment method appear in the Payments section of the Call Centre order process.  So I guess I still have to add this payment line manually to allow the order to be saved and processed and thus require payment at a later date.

  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi Paul,

    Find your Call center at Retail -> Common -> Retail channels -> Call center and untick 'Order completion'. You then won't be forced to deal with the payment before you can process the sales order.

  • P Jackson Profile Picture
    P Jackson 1,614 on at

    Hi Guy

    Thanks for that, but am I correct in my understanding that by turning off the 'Order completion' feature I can not then add any payment lines to any orders?

  • MWAT Profile Picture
    MWAT 955 on at

    I think the order completion button is also needed for the following functionality; Fraud, Loyalty, Gift card, Coupon, Continuity, Product kit.

  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Well, there are ways to pay for a sales order before the invoice is posted. Not sure what they are, but if you're regularly taking payment at time of order creation, I don't suppose any of them are as convenient as the functionality you're talking about here.

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